TOWNELEY CAPITAL MANAGEMENT, INC.

RIASEC RegisteredEst. 2013

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$2.6M

Accounts

424

Employees

Advisory reps

Firm details

Headquarters: LAGUNA HILLS, California
CRD number: 169863
Registered since: December 19, 2013
Website: www.towneley.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Charitable Organizations49.15%
HNWI21.1%
Other17.4%
Individuals4.74%
Pension & Profit Sharing Plans2.95%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Towneley Capital Management, Inc. is an independent SEC-registered investment adviser that has operated since 2013. The firm serves both individual and family clients as well as institutional accounts, and structures fees as a percentage of assets under management with the option of fixed-fee engagements. Towneley emphasizes model-driven portfolio management and financial planning for individuals, small businesses and institutions, and lists pension consulting among its advisory activities. Investment posture is strongly tilted to public funds and indexed products. The firm identifies as an active ESG investor, and its public filings show a heavy allocation to broad-market ETFs and mutual funds rather than concentrated single-stock bets. Towneley maintains a discretionary mandate over the bulk of client assets, which supports centralized model implementation and manager selection.